This three-day program will focus on the tax issues presented by the entire spectrum of modern major corporate transactions, from relatively simple single-buyer acquisitions of a division or subsidiary to multi-party joint ventures, cross-border mergers, and complex acquisitions of public companies with domestic and foreign operations, including spin-offs and other dispositions of unwanted operations.
Jones Day Tax partners Richard Nugent and Andrew Eisenberg will speak on a panels titled, "Passthrough Corporations – RICs, REITs and UpCs" and "Exploring the Limits of the Evolving Economic Substance and Business Purpose Doctrines and Related Ethics Issues" respectively.
Major Topics Include:
- Overview and strategies in representing sellers
- Tax accounting issues in mergers and acquisitions
- Restricted stock, stock options and executive compensation in M&A transactions including the effects of Section 409A
- Taxable transaction alternatives
- Advanced transactional planning in private equity M&A
- Understanding and managing stock basis and earnings and profits
- Corporate tax strategies and techniques using partnerships and LLCs
- Passthrough corporations and publicly traded partnerships (PTPs)
- Strategies for financially troubled businesses and other loss companies
- Strategies and issues for international acquisitions
- "Cross-border" mergers and other international issues
- Interesting corporate transactions of the past year
- Financial products and transactions
- Exploring the limits of the evolving economic substance and business purpose doctrines
- Consolidated return planning and strategies under the new regulations
- Recently issued regulations under Sections 385, 7874 and 355
Registration for this event is required. To register for this event and determine CLE credit visit the Practising Law Institute event website.